Wealth Effects’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wealth Effects’s Portfolio FXH Stock Details FXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,840	Closed	-$206K	–	221
2024 Q3	$206K	Buy	+1,840	New	+$202K	0.07%	198
2024 Q2	–	Sell	-1,940	Closed	-$213K	–	216
2024 Q1	$213K	Buy	1,940 +1	+0.1%	+$106	0.08%	193
2023 Q4	$201K	Buy	+1,939	New	+$187K	0.08%	208
2023 Q3	–	Sell	-2,189	Closed	-$237K	–	200
2023 Q2	$237K	Hold	2,189	–	–	0.1%	156
2023 Q1	$235K	Hold	2,189	–	–	0.12%	160
2022 Q4	$238K	Hold	2,189	–	–	0.14%	152
2022 Q3	$213K	Hold	2,189	–	–	0.13%	154
2022 Q2	$226K	Buy	2,189 +200	+10%	+$21.5K	0.14%	155
2022 Q1	$228K	Sell	1,989 -200	-9%	-$22.4K	0.11%	171
2021 Q4	$272K	Buy	+2,189	New	+$262K	0.11%	161

Other funds holding FXH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Effects's FXH Position: Q4 2024 in Review

Wealth Effects sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2024, closing a stake of 1,840 shares — an estimated $206K sold.

Wealth Effects first reported a position in FXH in Q4 2021 and held it in 10 quarters. The position peaked at $272K in Q4 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q4 2024.

Wealth Effects reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Wealth Effects sold 1,840 First Trust Health Care AlphaDEX Fund shares in Q4 2024, an estimated $206K.
Wealth Effects first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 10 quarters.
Wealth Effects's First Trust Health Care AlphaDEX Fund position peaked at $272K in Q4 2021.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.